SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 148,188 shares; 2023Q1: 189,939 shares; 2023Q2: 210,238 shares; 2023Q3: 196,711 shares 196,711 $14.3M 10.55% -13,527 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 13 shares; 2023Q2: 264,984 shares; 2023Q3: 195,194 shares 195,194 $8.67M 6.39% -69,790 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68,078 shares; 2023Q1: 91,698 shares; 2023Q2: 97,917 shares; 2023Q3: 111,528 shares 111,528 $7.18M 5.29% +13,611 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,567 shares; 2023Q1: 33,667 shares; 2023Q2: 39,650 shares; 2023Q3: 40,048 shares 40,048 $5.28M 3.89% +398 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 84,605 shares; 2023Q1: 78,704 shares; 2023Q2: 78,638 shares; 2023Q3: 77,059 shares 77,059 $5.27M 3.89% -1,579 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91,741 shares; 2023Q1: 78,564 shares; 2023Q2: 92,996 shares; 2023Q3: 90,884 shares 90,884 $4.5M 3.32% -2,112 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 27,231 shares; 2023Q2: 37,247 shares; 2023Q3: 48,417 shares 48,417 $4.42M 3.26% +11,170 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,760 shares; 2023Q1: 59,396 shares; 2023Q2: 59,375 shares; 2023Q3: 58,851 shares 58,851 $4.06M 2.99% -524 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,738 shares; 2023Q1: 15,516 shares; 2023Q2: 21,416 shares; 2023Q3: 21,025 shares 21,025 $3.6M 2.65% -391 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170,829 shares; 2023Q1: 174,650 shares; 2023Q2: 96,059 shares; 2023Q3: 69,436 shares 69,436 $3.48M 2.57% -26,623 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,679 shares; 2023Q1: 21,221 shares; 2023Q2: 21,413 shares; 2023Q3: 20,866 shares 20,866 $3.21M 2.37% -547 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,921 shares; 2023Q1: 67,704 shares; 2023Q2: 64,176 shares; 2023Q3: 46,649 shares 46,649 $3.01M 2.22% -17,527 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,227 shares; 2023Q1: 19,900 shares; 2023Q2: 20,879 shares; 2023Q3: 28,851 shares 28,851 $2.94M 2.17% +7,972 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,362 shares; 2023Q1: 10,256 shares; 2023Q2: 10,066 shares; 2023Q3: 9,603 shares 9,603 $2.35M 1.74% -463 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,204 shares; 2023Q1: 29,516 shares; 2023Q2: 42,435 shares; 2023Q3: 46,295 shares 46,295 $2.3M 1.7% +3,860 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,223 shares; 2023Q1: 24,463 shares; 2023Q2: 29,381 shares; 2023Q3: 23,191 shares 23,191 $2.06M 1.52% -6,190 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97,442 shares; 2023Q1: 115,954 shares; 2023Q2: 87,394 shares; 2023Q3: 48,428 shares 48,428 $2.03M 1.5% -38,966 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 876 shares; 2023Q1: 5,825 shares; 2023Q2: 5,708 shares; 2023Q3: 5,632 shares 5,632 $2.02M 1.49% -76 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,900 shares; 2023Q1: 3,919 shares; 2023Q2: 5,090 shares; 2023Q3: 5,069 shares 5,069 $1.6M 1.18% -21 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,722 shares; 2023Q1: 19,290 shares; 2023Q2: 15,647 shares; 2023Q3: 16,304 shares 16,304 $1.47M 1.09% +657 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,365 shares; 2023Q1: 3,330 shares; 2023Q2: 3,356 shares; 2023Q3: 3,349 shares 3,349 $1.43M 1.06% -7 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,231 shares; 2023Q1: 27,037 shares; 2023Q2: 23,247 shares; 2023Q3: 14,743 shares 14,743 $1.39M 1.02% -8,504 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,286 shares; 2023Q1: 5,277 shares; 2023Q2: 9,603 shares; 2023Q3: 16,607 shares 16,607 $1.37M 1.01% +7,004 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 5,173 shares; 2023Q2: 9,397 shares; 2023Q3: 26,941 shares 26,941 $1.34M 0.99% +17,544 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,356 shares; 2023Q2: 10,573 shares; 2023Q3: 11,094 shares 11,094 $1.33M 0.98% +521 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,144 shares; 2023Q1: 3,031 shares; 2023Q2: 3,014 shares; 2023Q3: 3,013 shares 3,013 $1.29M 0.95% -1 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,873 shares; 2023Q1: 30,885 shares; 2023Q2: 30,343 shares; 2023Q3: 23,430 shares 23,430 $1.25M 0.93% -6,913 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,811 shares; 2023Q1: 6,372 shares; 2023Q2: 4,486 shares; 2023Q3: 25,743 shares 25,743 $1.23M 0.91% +21,257 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,402 shares; 2023Q1: 10,347 shares; 2023Q2: 10,347 shares; 2023Q3: 10,347 shares 10,347 $1.19M 0.88% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,086 shares; 2023Q3: 11,269 shares 11,269 $1.16M 0.86% +7,183 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,406 shares; 2023Q1: 40,915 shares; 2023Q2: 40,915 shares; 2023Q3: 40,683 shares 40,683 $1.12M 0.83% -232 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,443 shares 7,443 $1.05M 0.78% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,135 shares; 2023Q3: 32,757 shares 32,757 $1.04M 0.77% +2,622 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: 24,684 shares 24,684 $1.03M 0.76% +23,563 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,612 shares; 2023Q2: 6,612 shares; 2023Q3: 6,612 shares 6,612 $1.03M 0.76% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,878 shares; 2023Q1: 28,700 shares; 2023Q2: 30,200 shares; 2023Q3: 27,760 shares 27,760 $964K 0.71% -2,440 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,324 shares; 2023Q1: 5,525 shares; 2023Q2: 6,552 shares; 2023Q3: 15,854 shares 15,854 $940K 0.69% +9,302 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,267 shares; 2023Q2: 11,262 shares; 2023Q3: 9,667 shares 9,667 $922K 0.68% -1,595 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 581 shares; 2023Q1: 1,335 shares; 2023Q2: 1,120 shares; 2023Q3: 5,724 shares 5,724 $921K 0.68% +4,604 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,856 shares; 2023Q1: 16,856 shares; 2023Q2: 16,856 shares; 2023Q3: 16,856 shares 16,856 $916K 0.68% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,656 shares; 2023Q1: 100,276 shares; 2023Q2: 98,377 shares; 2023Q3: 93,836 shares 93,836 $902K 0.67% -4,541 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,681 shares; 2023Q1: 4,652 shares; 2023Q2: 4,639 shares; 2023Q3: 4,626 shares 4,626 $887K 0.65% -13 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,572 shares; 2023Q1: 7,905 shares; 2023Q2: 7,568 shares; 2023Q3: 9,260 shares 9,260 $871K 0.64% +1,692 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,431 shares; 2023Q1: 2,767 shares; 2023Q2: 7,934 shares; 2023Q3: 8,488 shares 8,488 $861K 0.63% +554 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,062 shares; 2023Q1: 14,056 shares; 2023Q2: 13,690 shares; 2023Q3: 12,624 shares 12,624 $776K 0.57% -1,066 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,685 shares; 2023Q1: 4,000 shares; 2023Q2: 3,840 shares; 2023Q3: 5,921 shares 5,921 $762K 0.56% +2,081 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: 6,446 shares 6,446 $729K 0.54% +6,109 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 4,515 shares; 2023Q2: 4,115 shares; 2023Q3: 4,334 shares 4,334 $710K 0.52% +219 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,278 shares; 2023Q1: 2,279 shares; 2023Q2: 2,279 shares; 2023Q3: 2,279 shares 2,279 $689K 0.51% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,255 shares; 2023Q3: 4,255 shares 4,255 $679K 0.5% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 12,662 shares; 2023Q2: 6,999 shares; 2023Q3: 4,717 shares 4,717 $659K 0.49% -2,282 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,144 shares; 2023Q1: 8,071 shares; 2023Q2: 6,081 shares; 2023Q3: 13,252 shares 13,252 $637K 0.47% +7,171 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,726 shares; 2023Q1: 4,683 shares; 2023Q2: 4,742 shares; 2023Q3: 4,743 shares 4,743 $625K 0.46% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 12,785 shares 12,785 $615K 0.45% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,366 shares; 2023Q1: 5,305 shares; 2023Q2: 5,390 shares; 2023Q3: 5,021 shares 5,021 $590K 0.44% -369 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,483 shares; 2023Q1: 27,055 shares; 2023Q2: 18,598 shares; 2023Q3: 12,159 shares 12,159 $579K 0.43% -6,439 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8,171 shares; 2023Q2: 6,106 shares; 2023Q3: 11,789 shares 11,789 $578K 0.43% +5,683 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,853 shares; 2023Q1: 3,814 shares; 2023Q2: 3,879 shares; 2023Q3: 3,672 shares 3,672 $572K 0.42% -207 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 47,420 shares; 2023Q2: 20,003 shares; 2023Q3: 17,932 shares 17,932 $551K 0.41% -2,071 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,376 shares; 2023Q1: 13,360 shares; 2023Q2: 12,968 shares; 2023Q3: 12,586 shares 12,586 $545K 0.4% -382 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,600 shares; 2023Q3: 5,600 shares 5,600 $544K 0.4% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 18,564 shares; 2023Q2: 16,883 shares; 2023Q3: 13,046 shares 13,046 $455K 0.34% -3,837 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,519 shares; 2023Q1: 40,784 shares; 2023Q2: 17,939 shares; 2023Q3: 14,906 shares 14,906 $449K 0.33% -3,033 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,678 shares; 2023Q1: 1,678 shares; 2023Q2: 1,678 shares; 2023Q3: 1,657 shares 1,657 $428K 0.32% -21 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,517 shares; 2023Q1: 5,282 shares; 2023Q2: 3,610 shares; 2023Q3: 3,386 shares 3,386 $428K 0.32% -224 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares 2,150 $423K 0.31% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,188 shares; 2023Q1: 31,223 shares; 2023Q2: 24,556 shares; 2023Q3: 22,365 shares 22,365 $421K 0.31% -2,191 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,466 shares 7,466 $381K 0.28% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,510 shares; 2023Q2: 3,104 shares; 2023Q3: 2,824 shares 2,824 $359K 0.26% -280 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,872 shares; 2023Q2: 8,410 shares; 2023Q3: 8,310 shares 8,310 $351K 0.26% -100 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 893 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 833 shares 833 $327K 0.24% -17 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,757 shares; 2023Q1: 12,008 shares; 2023Q2: 18,443 shares; 2023Q3: 7,462 shares 7,462 $326K 0.24% -10,981 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,906 shares; 2023Q1: 2,851 shares; 2023Q2: 2,851 shares; 2023Q3: 2,851 shares 2,851 $305K 0.23% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,128 shares; 2023Q1: 1,125 shares; 2023Q2: 1,126 shares; 2023Q3: 1,167 shares 1,167 $291K 0.21% +41 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,280 shares; 2023Q1: 4,280 shares; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares 4,280 $288K 0.21% 0 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,994 shares; 2023Q1: 1,879 shares; 2023Q2: 1,879 shares; 2023Q3: 1,793 shares 1,793 $287K 0.21% -86 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,292 shares; 2023Q1: 1,131 shares; 2023Q2: 10,135 shares; 2023Q3: 9,458 shares 9,458 $285K 0.21% -677 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,644 shares; 2023Q1: 9,577 shares; 2023Q2: 17,399 shares; 2023Q3: 3,695 shares 3,695 $272K 0.2% -13,704 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 19,107 shares; 2023Q2: 24,031 shares; 2023Q3: 11,381 shares 11,381 $272K 0.2% -12,650 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,907 shares; 2023Q1: 1,811 shares; 2023Q2: 1,736 shares; 2023Q3: 1,736 shares 1,736 $270K 0.2% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 758 shares; 2023Q1: 750 shares; 2023Q2: 749 shares; 2023Q3: 749 shares 749 $262K 0.19% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,030 shares 5,030 $251K 0.19% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,643 shares; 2023Q1: 2,426 shares; 2023Q2: 2,553 shares; 2023Q3: 2,433 shares 2,433 $251K 0.18% -120 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,067 shares; 2023Q1: 1,046 shares; 2023Q2: 1,046 shares; 2023Q3: 1,034 shares 1,034 $249K 0.18% -12 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,804 shares; 2023Q1: 12,533 shares; 2023Q2: 7,494 shares; 2023Q3: 5,054 shares 5,054 $240K 0.18% -2,440 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,669 shares; 2023Q1: 25,729 shares; 2023Q2: 20,647 shares; 2023Q3: 6,205 shares 6,205 $239K 0.18% -14,442 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,625 shares 1,625 $238K 0.18% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,652 shares; 2023Q1: 3,652 shares; 2023Q2: 3,652 shares; 2023Q3: 3,652 shares 3,652 $236K 0.17% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,585 shares; 2023Q1: not reported; 2023Q2: 1,510 shares; 2023Q3: 1,510 shares 1,510 $219K 0.16% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,840 shares; 2023Q1: 5,798 shares; 2023Q2: 5,464 shares; 2023Q3: 2,350 shares 2,350 $212K 0.16% -3,114 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 593 shares; 2023Q2: 593 shares; 2023Q3: 565 shares 565 $210K 0.16% -28 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,684 shares; 2023Q3: 7,798 shares 7,798 $209K 0.15% +114 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,946 shares; 2023Q1: 23,949 shares; 2023Q2: 10,165 shares; 2023Q3: 4,673 shares 4,673 $208K 0.15% -5,492 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,910 shares; 2023Q1: 8,526 shares; 2023Q2: 7,055 shares; 2023Q3: 7,000 shares 7,000 $205K 0.15% -55 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,245 shares; 2023Q1: 4,245 shares; 2023Q2: 4,245 shares; 2023Q3: 4,245 shares 4,245 $204K 0.15% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,340 shares; 2023Q1: 27,340 shares; 2023Q2: 27,340 shares; 2023Q3: 27,340 shares 27,340 $204K 0.15% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 488 shares; 2023Q1: 492 shares; 2023Q2: 244 shares; 2023Q3: 242 shares 242 $201K 0.15% -2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,168 shares; 2023Q1: 7,961 shares; 2023Q2: 6,998 shares; 2023Q3: 5,944 shares 5,944 $197K 0.15% -1,054 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,629 shares; 2023Q1: 1,208 shares; 2023Q2: 1,222 shares; 2023Q3: 671 shares 671 $181K 0.13% -551 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,959 shares; 2023Q1: 2,246 shares; 2023Q2: 2,004 shares; 2023Q3: 1,974 shares 1,974 $175K 0.13% -30 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,409 shares; 2023Q1: 3,498 shares; 2023Q2: 3,644 shares; 2023Q3: 1,582 shares 1,582 $162K 0.12% -2,062 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,134 shares; 2023Q1: 1,166 shares; 2023Q2: 1,164 shares; 2023Q3: 1,090 shares 1,090 $160K 0.12% -74 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,902 shares; 2023Q1: 2,430 shares; 2023Q2: 1,527 shares; 2023Q3: 1,421 shares 1,421 $157K 0.12% -106 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,166 shares; 2023Q3: 3,594 shares 3,594 $152K 0.11% +428 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,286 shares; 2023Q2: 1,809 shares; 2023Q3: 1,869 shares 1,869 $144K 0.11% +60 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,550 shares; 2023Q2: 16,734 shares; 2023Q3: 3,937 shares 3,937 $137K 0.1% -12,797 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,937 shares; 2023Q1: 5,794 shares; 2023Q2: 4,391 shares; 2023Q3: 3,461 shares 3,461 $131K 0.1% -930 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 1,387 shares; 2023Q2: 1,263 shares; 2023Q3: 1,278 shares 1,278 $121K 0.09% +15 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,613 shares; 2023Q1: 7,468 shares; 2023Q2: 1,478 shares; 2023Q3: 1,455 shares 1,455 $114K 0.08% -23 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,304 shares 2,304 $108K 0.08% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,037 shares; 2023Q1: 2,037 shares; 2023Q2: 2,037 shares; 2023Q3: 2,089 shares 2,089 $106K 0.08% +52 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 649 shares; 2023Q2: 712 shares; 2023Q3: 688 shares 688 $104K 0.08% -24 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,050 shares; 2023Q1: 3,874 shares; 2023Q2: 3,275 shares; 2023Q3: 2,050 shares 2,050 $104K 0.08% -1,225 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,459 shares; 2023Q2: 1,102 shares; 2023Q3: 1,045 shares 1,045 $94.8K 0.07% -57 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,991 shares; 2023Q1: 2,566 shares; 2023Q2: 2,670 shares; 2023Q3: 2,086 shares 2,086 $86.4K 0.06% -584 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,006 shares; 2023Q1: 5,333 shares; 2023Q2: 5,073 shares; 2023Q3: 3,604 shares 3,604 $86.3K 0.06% -1,469 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,719 shares; 2023Q2: 5,502 shares; 2023Q3: 3,448 shares 3,448 $82.1K 0.06% -2,054 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,905 shares; 2023Q1: 4,868 shares; 2023Q2: 2,685 shares; 2023Q3: 882 shares 882 $80.8K 0.06% -1,803 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,686 shares; 2023Q1: 1,881 shares; 2023Q2: 1,524 shares; 2023Q3: 1,486 shares 1,486 $77.4K 0.06% -38 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,025 shares; 2023Q1: 2,025 shares; 2023Q2: 1,975 shares; 2023Q3: 1,975 shares 1,975 $73.5K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,492 shares; 2023Q1: 911 shares; 2023Q2: 908 shares; 2023Q3: 663 shares 663 $69.6K 0.05% -245 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 2,203 shares; 2023Q2: 1,087 shares; 2023Q3: 832 shares 832 $62.2K 0.05% -255 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,149 shares; 2023Q2: 2,149 shares; 2023Q3: 1,589 shares 1,589 $59.2K 0.04% -560 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 812 shares; 2023Q1: 777 shares; 2023Q2: 892 shares; 2023Q3: 778 shares 778 $58.9K 0.04% -114 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,400 shares 10,400 $56.9K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 297 shares; 2023Q2: 252 shares; 2023Q3: 252 shares 252 $56.5K 0.04% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,470 shares; 2023Q1: 3,450 shares; 2023Q2: 3,450 shares; 2023Q3: 3,450 shares 3,450 $50.4K 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 382 shares; 2023Q2: 430 shares; 2023Q3: 430 shares 430 $49.5K 0.04% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,857 shares; 2023Q1: 52,691 shares; 2023Q2: 12,487 shares; 2023Q3: 2,055 shares 2,055 $45.3K 0.03% -10,432 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 430 shares 430 $43.4K 0.03% +252 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares 750 $39.1K 0.03% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 867 shares; 2023Q2: 687 shares; 2023Q3: 742 shares 742 $38K 0.03% +55 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 242 shares; 2023Q2: 287 shares; 2023Q3: 290 shares 290 $37.9K 0.03% +3 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,981 shares; 2023Q1: 1,916 shares; 2023Q2: 1,284 shares; 2023Q3: 776 shares 776 $37.2K 0.03% -508 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 782 shares; 2023Q2: 788 shares; 2023Q3: 794 shares 794 $35.7K 0.03% +6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,105 shares; 2023Q1: 4,423 shares; 2023Q2: 1,978 shares; 2023Q3: 564 shares 564 $33.8K 0.02% -1,414 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 380 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 338 shares 338 $31.7K 0.02% -40 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 305 shares; 2023Q1: 305 shares; 2023Q2: 305 shares; 2023Q3: 305 shares 305 $30.2K 0.02% 0 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 299 shares 299 $29.9K 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares 975 $29.8K 0.02% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 617 shares 617 $29K 0.02% new Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 750 shares 750 $27.6K 0.02% +500 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 451 shares; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares 451 $22.9K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,762 shares; 2023Q1: 1,131 shares; 2023Q2: 535 shares; 2023Q3: 276 shares 276 $22.4K 0.02% -259 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 859 shares 859 $21.8K 0.02% +196 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 912 shares; 2023Q2: 679 shares; 2023Q3: 555 shares 555 $19.2K 0.01% -124 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares 180 $16.6K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 797 shares; 2023Q1: 905 shares; 2023Q2: 477 shares; 2023Q3: 362 shares 362 $16.2K 0.01% -115 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 183 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 184 shares 184 $15.9K 0.01% -9 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,194 shares; 2023Q1: 559 shares; 2023Q2: 509 shares; 2023Q3: 561 shares 561 $15.4K 0.01% +52 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares 500 $13.3K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 435 shares 435 $13.1K 0.01% +348 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 187 shares; 2023Q3: 187 shares 187 $11.6K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,098 shares; 2023Q1: 2,253 shares; 2023Q2: 2,253 shares; 2023Q3: 124 shares 124 $8.97K 0.01% -2,129 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 45 shares; 2023Q2: 104 shares; 2023Q3: 78 shares 78 $7.68K 0.01% -26 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 159 shares 159 $6.98K 0.01% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 138 shares 138 $6.95K 0.01% -31 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 87 shares; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares 87 $5.71K <0.01% 0 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 67 shares; 2023Q3: 67 shares 67 $5.04K <0.01% 0 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89 shares 89 $4.75K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 179 shares; 2023Q3: 25 shares 25 $4.73K <0.01% -154 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares 36 $4.4K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares 60 $4.33K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares 59 $4.06K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares 50 $3.26K <0.01% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 7,977 shares; 2023Q2: 5,521 shares; 2023Q3: 20 shares 20 $2.12K <0.01% -5,501 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,708 shares; 2023Q1: 1,842 shares; 2023Q2: 1,842 shares; 2023Q3: 55 shares 55 $2.01K <0.01% -1,787 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 595 shares; 2023Q1: 711 shares; 2023Q2: 645 shares; 2023Q3: 45 shares 45 $1.97K <0.01% -600 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24 shares; 2023Q3: 24 shares 24 $1.82K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,053 shares; 2023Q1: 157 shares; 2023Q2: 38 shares; 2023Q3: 38 shares 38 $1.76K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 81 shares; 2023Q3: 13 shares 13 $1.35K <0.01% -68 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,716 shares; 2023Q3: 7 shares 7 $966 <0.01% -2,709 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 567 shares; 2023Q3: 3 shares 3 $817 <0.01% -564 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares 20 $738 <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares 11 $640 <0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares 15 $638 <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9 shares; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares 9 $530 <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares 10 $341 <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 2 shares; 2023Q3: 2 shares 2 $209 <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $178 <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares 1 $131 <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares 2 $128 <0.01% 0 Timeline